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11/01 Siddhartha
Recruiter at Coppergate

Views:146 Applications:30 Rec. Actions:Recruiter Actions:23

Branch Relationship Manager - Sales - Bank (3-6 yrs)

Mumbai Job Code: 105839

Branch Relationship Manager


- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells existing bank products to customers.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Record and respond to customer's complaints, questions, problems.

- Ensure fast and quality turn-around time for responses.

- MIS generation, maintains records for all acquisition figures and account upgradations.

- Maintain complete relationship record for assigned customer accounts.

- Track customer complaints / queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

Title / Grade : Branch Relationship Manager (M3 Grade)

Location : 

Kotak Bank branches (Bandra to Virar)

Education : 

Graduate: 4 - 6 years of experience in Branch Banking (Selling Trade Forex, Current Accounts, Life Insurance, mutual funds)

Post Graduate: 2 - 6 years of experience in Branch Banking (Selling Trade Forex, Current Accounts, Life Insurance, mutual funds, etc.)

Requirement : 

- Candidate must have experience in Wealth Management

- Candidates should have experience of working minimum 3 years in Sales in Bank

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